Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
October 06, 2022
3 Steps to Speed Up Your Client Response TimeClients used to expect a response within 24 hours, but that window has shortened dramatically.
October 06, 2022
Follow These 5 Steps to Minimize Client Anxiety: Orion's Daniel CrosbyThe chief behavioral officer also tells ThinkAdvisor why "buying what you know" actually increases investment risk.
October 04, 2022
Merrill Debuts Tool to Help Investors Find AdvisorsMerrill Advisor Match helps people find advisors who best fit their needs and preferences.
September 27, 2022
16 Firms to Pay $2B Over Text Message ViolationsFirms including BofA Securities, Goldman, Morgan Stanley and UBS failed to preserve messages on platforms like WhatsApp, regulators said.
September 21, 2022
How Advisors Can Get Ready for New SEC Marketing RuleHere's what to know about embracing new marketing channels compliantly.
September 15, 2022
How Advisors Can Use UX to Delight ClientsUser experience is a term most commonly applied to website design, but its applications extend much further.
September 08, 2022
Cetera Is First Client for Broadridge's New Offering: Tech RoundupAlso, Morgan Stanley at Work rolls out Corporate Retirement Portal for advisors.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — FirmsThese 40 industry players have demonstrated excellence through innovative insights, practices and research.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — IndividualsThese 32 industry VIPs have demonstrated excellence through innovative insights, practices and research.
August 12, 2022
Bento Engine President, Former J.P. Morgan Exec Dies at 62Greg Quental passed away "suddenly this past Saturday … in Connecticut of natural causes," said the fintech firm's CEO Philipp Hecker.